Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STRATEGIC FINANCIAL SERVICES INC 02-08-2024 12-31-2023 127 1,422,923,265
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR US SML CAP EQT 1 $228,928,397 3,892,016 0.02 0.02 14,470 0.37 12-31-2023
ISHARES TR U S EQUITY FACTR 2 $204,209,081 4,228,807 0.01 0.01 -123,205 -2.83 12-31-2023
ISHARES TR INTL EQTY FACTOR 3 $181,082,293 6,460,303 0.01 0.01 203,398 3.25 12-31-2023
ISHARES TR INTRM GOV CR ETF 4 $109,781,108 1,047,930 0.01 0.01 10,606 1.02 12-31-2023
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